Using Activity Plans

To use an Activity plan you must be on the desired contact record. Once there:



What happens:



Add a new prompt window appears


an unrelated activity

The add an unrelated activity prompt window appears


use Plan

The Select Activity Plan prompt window appears

Key the name of the Activity Plan that you would like to use into the prompt and Press Enter to use the Activity Plan. Alternatively, you may press F4 for a list of existing Activity Plans and than use Option 1, Press Enter twice to activate the Plan.

The activities in the Activity Plan are now created. Press Enter to finish the Activity Plan and place the activities on the contact record.